Ritholtz Wealth Management’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $977K | Buy |
4,860
+222
| +5% | +$44.7K | 0.02% | 460 |
|
|
2025
Q1 | $801K | Sell |
4,638
-421
| -8% | -$72.7K | 0.02% | 459 |
|
|
2024
Q4 | $811K | Sell |
5,059
-255
| -5% | -$40.9K | 0.02% | 426 |
|
|
2024
Q3 | $907K | Buy |
5,314
+352
| +7% | +$60.1K | 0.03% | 397 |
|
|
2024
Q2 | $836K | Buy |
4,962
+130
| +3% | +$21.9K | 0.03% | 393 |
|
|
2024
Q1 | $753K | Buy |
4,832
+255
| +6% | +$39.7K | 0.03% | 431 |
|
|
2023
Q4 | $669K | Buy |
4,577
+124
| +3% | +$18.1K | 0.03% | 418 |
|
|
2023
Q3 | $545K | Buy |
4,453
+209
| +5% | +$25.6K | 0.02% | 435 |
|
|
2023
Q2 | $573K | Sell |
4,244
-2,616
| -38% | -$353K | 0.03% | 403 |
|
|
2023
Q1 | $926K | Buy |
6,860
+2,154
| +46% | +$291K | 0.05% | 281 |
|
|
2022
Q4 | $557K | Sell |
4,706
-163
| -3% | -$19.3K | 0.03% | 344 |
|
|
2022
Q3 | $518K | Buy |
4,869
+180
| +4% | +$19.2K | 0.03% | 392 |
|
|
2022
Q2 | $507K | Sell |
4,689
-31
| -0.7% | -$3.35K | 0.03% | 311 |
|
|
2022
Q1 | $533K | Sell |
4,720
-16
| -0.3% | -$1.81K | 0.04% | 291 |
|
|
2021
Q4 | $588K | Sell |
4,736
-42
| -0.9% | -$5.22K | 0.04% | 263 |
|
|
2021
Q3 | $548K | Hold |
4,778
| – | – | 0.04% | 249 |
|
|
2021
Q2 | $492K | Sell |
4,778
-5
| -0.1% | -$515 | 0.04% | 251 |
|
|
2021
Q1 | $435K | Sell |
4,783
-9
| -0.2% | -$819 | 0.04% | 231 |
|
|
2020
Q4 | $407K | Sell |
4,792
-897
| -16% | -$76.2K | 0.04% | 201 |
|
|
2020
Q3 | $471K | Buy |
5,689
+704
| +14% | +$58.3K | 0.05% | 148 |
|
|
2020
Q2 | $351K | Buy |
4,985
+1,699
| +52% | +$120K | 0.05% | 152 |
|
|
2020
Q1 | $231K | Buy |
+3,286
| New | +$231K | 0.04% | 131 |
|